Old Oak Advisors, LLC

Old Oak Advisors, LLC (CRD# 159893) is a financial advisory firm headquartered in Vestavia Hills, AL. They manage $1,723,954 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Old Oak Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
Jeffrey M. Florio
CRD#: 6012087
Vestavia Hills, AL

Jeffrey Florio (CRD# 6012087) is an Investment Advisor Representative working at Old Oak Advisors, LLC in Vestavia Hills, AL and has over 6 years of experience in the finance industry.

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